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Financial and Retirement Services

Unbiased, proactive and confident decision making to optimize portfolio performance.

How effectively do you manage the investment and fiduciary decisions concerning your employee benefit plans and other institutional pools of assets? How expertly do you measure and manage risk and expenses? Do you protect yourself from legal liability by conforming to exacting fiduciary standards of care and objectivity? Do you apply sufficient expertise, resources and objectivity when evaluating your asset allocation, new investment opportunities and actual investment results?

The ability to optimize the performance of any institutional portfolio means having access to in-depth research, unbiased assessments of opportunities and experts who are confident in their recommendations.

Drawing on the knowledge and experience of your partners is something you should be able to count on. In changing market conditions, both short- and long-term financial objectives face daily threats. With Arthur J. Gallagher & Co., you have an experienced advisor in our team of senior investment and fiduciary professionals who conduct the analysis and work directly with you.

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.